Depending on the configuration of your access role, you may or may not have access to this feature. Please check with your Admin for access control.
Create Employee Profile using Quick Access
Find the plus (+) icon on the navigation bar and click on it
Select Create New Employee
Fill out the new employee's first name, last name, email, and join date
Tick the box:
Apply probation: if you want to apply a probationary period for your new employee and evaluate it at the end of the probation period
Send email invitation: if you want to invite the employee to activate their account and log in
Click Create when finishing
Create Employee Profile in the Employees module
Go to Employees > Manage Employees
Click on New Profile
Fill out the new employee's name, email, and join date
Tick the box:
Apply probation: if you want to apply a probationary period for your new employee and evaluate it at the end of the probation period.
Send email invitation: if you want to invite the employee to activate their account and log in
Click Create when finishing
💡 Tip:
After a profile is created, it will still be missing some information. You can open the new profile and update data or ask the employees to do it via Onboarding. Learn how to create an information acquisition task here.
If an employee activates their account before the official join date, they can only access the Checklists' To-dos tab, Documents module, and their own profile. Learn more about Pre-boarding Data Access.
📌 Note:
(*) indicate required fields.
By ticking the box "Send email invitation", you authorize the system to send invitations to your new employees after you click Create.
To import bulk employees, please refer to the article Import Employee.